CFO Seminar

9:00am – 1:00pm

PEO University: Finance & Accounting
(separate registration & fee required, light breakfast & lunch served)

Sponsored by BLR, G-P (Globalization Partners), isolved Network, Libertate Insurance LLC, and Slavic401k

10:00am - 1:00pm

Accounting Practices Committee Meeting*

12:00pm – 6:00pm

Registration Open
Sponsored by Fisher Phillips

1:15pm -2:30pm

Opening Keynote Session:
"Optimizing Cash Flow Management and Streamlining Payments: A Dive into Future Payment Trends and Efficient Solutions"
Kevin Olsen, Payments Professor

Sponsored by GP (Globalization Partners) and Slavic401k

CFO & Payroll Breakout Sessions

• CFO: Finding & Retaining Talent in Your Finance/Accounting Team
  Wendy Katz, CFO, Questco
  Rina Henning, Director of Campus Recruiting
  Tina Vigoa, Director of Recruiting, McHenry Consulting
  
  
• Payroll: Payroll Funding: Employees and Your Clients
  Steven Ott, Vice President of Business Development, Payroll Funding
  Lisa Petrovich, Director of Payroll, Operations, InTANDEM HR
  Jenny Smith, Vice President, Accounting and Finances, eEmployers Solutions
  Tate Hackert, President, ZayZoon

3:30pm – 4:00pm

Networking Break
Sponsored by Ameritas, Notice Ninja, Inc, Safeguard Global, and ThinkWare Corporation

4:00pm – 5:15pm

CFO & Payroll Breakout Sessions

• CFO: Excessive Fee Lawsuits, Hot Button DOL and IRS Audit Issues and other 401(k) Things that Go Bump in the Night: What to Expect and Practical Tips to Get Prepared 
  Roger J. Rovell, J.D., LL.M., Partner, BKS Retirement Services
  Todd Matheny, CFO, Vice President- Finance, Syndeo
  Matt Munn, Managing Director, UHY
  
  
• Payroll: Business Continuity Exercise: What would you do?
  Jenna Marceau, Chief Information Officer, Synedo
  John Torres, Senior Vice President, CitiBank
  Corey Hookstra, President, eEmployers Solutions

6:15pm - 10:30pm

Evening Event
Kings Bowling
Sponsored by GP (Globalization Partners), Slavic401k and PrismHR

Bus transportation to the venue will be provided; please meet in lobby at 5:45pm to load buses; shuttle will leave hotel at 6:00pm EST. 

8:30am - 9:15am

Breakfast & Roundtable Discussions

Sponsored by AmWINS Specialty Casualty Solutions, LLC, Citibank, N.A., isolved Network, Fisher Phillips, Gallagher | Formerly Stonehenge Insurance Solutions, and Risk Transfer, A Gallagher Company

9:15am – 10:15am

Keynote Session:
ERTC and Federal Government Update 
Michael Hadley, Partner, Davis & Harman 
Thom Stohler, VP Federal Government Affairs, NAPEO

Sponsored by GP (Globalization Partners), and Slavic401k

10:15am – 10:45am

Networking Break
Sponsored by McHenry Consulting, Tabulera, Inc., and Transamerica

10:45am – 11:45am

CFO & Payroll Breakout Sessions

• CFO: Results of the Financial Ratio & Operating Statistics Survey
  Scott Hackworth, President, Industry Insights Inc.
  Wendy Katz, CFO, Questco
  Todd Matheny, CFO/Vice President- Finance, Syndeo
  
  
• Payroll: Leveraging Your Team
  Karena McCafferty, Director of Payroll and Timekeeping, LandrumHR
  Randy Wadle, Senior Vice President, PrismHR
  Lisa Petrovich, Director of Payroll Operations, InTANDEM Human Resources
  

11:45am – 12:45pm

CFO & Payroll Breakout Sessions

• CFO: Managing the PEO Treasury Function in the Current Financial Environment 
  Jean Goldstein, Principal, PEO Advisory Services
  Johnathan Taylor, Vice President & CFO, LandrumHR
  John Torres, Senior Vice President, CitiBank


• Payroll: Payroll and State Compliance
  Jo McClure, Director of Payroll Administration, Axcet HR Solutions
  Sheldon Blumling, Partner, Fisher Phillips

12:45pm – 2:00pm

Networking Lunch

Sponsored by AmWINS Specialty Casualty Solutions, LLC, Citibank, N.A., isolved Network, Fisher Phillips, Gallagher | Formerly Stonehenge Insurance Solutions, and Risk Transfer, A Gallagher Company